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2,219 hedge funds and large institutions have $101B invested in Amgen in 2020 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 917 increasing their positions, 762 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 133

20% more repeat investments, than reductions

Existing positions increased: 917 | Existing positions reduced: 762

4% more funds holding

Funds holding: 2,1282,219 (+91)

0.69% less ownership

Funds ownership: 76.17%75.49% (-0.69%)

11% less capital invested

Capital invested by funds: $113B → $101B (-$12B)

13% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.07B

53% less funds holding in top 10

Funds holding in top 10: 11152 (-59)

Holders
2,219
Holders Change
+91
Holders Change %
+4.28%
% of All Funds
39.26%
Holding in Top 10
52
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-53.15%
% of All Funds
0.92%
New
259
Increased
917
Reduced
762
Closed
133
Calls
$932M
Puts
$1.07B
Net Calls
-$141M
Net Calls Change
-$271M
Name Holding Trade Value Shares
Change
Change in
Stake
TU
926
TDAM USA
Ontario, Canada
$2.14M -$52.3K -227 -2%
FRA
927
Front Row Advisors
California
$2.13M -$31.1K -135 -1%
NME
928
Notis-McConarty Edward
$2.13M -$161K -700 -7%
DFA
929
Delta Financial Advisors
Louisiana
$2.13M -$25.1K -109 -1%
MCM
930
Mengis Capital Management
Oregon
$2.12M +$129K +560 +6%
MCC
931
Money Concepts Capital
Florida
$2.12M +$2.12M +9,205 New
MCCP
932
Mission Creek Capital Partners
California
$2.11M +$137K +595 +7%
TCA
933
Transcend Capital Advisors
New Jersey
$2.11M +$636K +2,759 +43%
MCM
934
Murphy Capital Management
New Jersey
$2.11M +$57.6K +250 +3%
TCWA
935
Ten Capital Wealth Advisors
Washington
$2.11M +$12.9K +56 +0.6%
WWM
936
Wolff Wiese Magana
California
$2.08M +$2.08M +9,042 New
CL
937
CPWM LLC
Washington
$2.08M +$62.5K +271 +3%
MF
938
Manchester Financial
California
$2.08M -$8.07K -35 -0.4%
WOC
939
West Oak Capital
California
$2.06M +$92.2K +400 +5%
TSWM
940
Triangle Securities Wealth Management
North Carolina
$2.06M -$93.4K -405 -4%
CFG
941
Cooper Financial Group
California
$2.06M +$288K +1,250 +16%
CDH
942
Charles D. Hyman
$2.05M +$922K +4,000 +82%
VAG
943
VisionPoint Advisory Group
Texas
$2.05M +$2.05M +8,905 New
SSG
944
Summit Securities Group
New York
$2.05M +$254K +1,100 +14%
HT
945
Heritage Trust
Oklahoma
$2.04M +$372K +1,612 +22%
HI
946
Human Investing
Oregon
$2.04M -$103K -447 -5%
FBT
947
First Bankers Trust
Kentucky
$2.03M +$42.2K +183 +2%
WA1
948
Wimmer Associates 1
California
$2.03M -$11.5K -50 -0.6%
NNP
949
Nachman Norwood & Parrott
South Carolina
$2.03M +$9.91K +43 +0.5%
AFM
950
Andesa Financial Management
Pennsylvania
$2.02M -$2.54M -11,032 -56%

AMGN Hedge Fund Activity: Q4 2020 in Review

2,219 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q4 2020, worth a combined $101B — down 11% from $113B a quarter earlier.

Buyers outnumbered sellers: 259 funds opened new AMGN positions and 133 closed out — a net gain of 126 holders — while 917 added to existing stakes and 762 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $272M. The largest seller was JP Morgan Chase, cutting an estimated $699M.

  • 2,219 institutional investors held Amgen (AMGN) as of Q4 2020, up from 2,128 in Q3 2020.
  • Funds reported $101B of Amgen stock for Q4 2020, down 11% quarter-over-quarter.
  • 259 funds opened new Amgen positions in Q4 2020 and 133 closed out, a net change of +126 holders.
  • The largest Amgen buyer in Q4 2020 was Morgan Stanley, an estimated $272M added.
  • The largest Amgen seller in Q4 2020 was JP Morgan Chase, an estimated $699M sold.

Based on aggregated 13F filings for Q4 2020.